Who can be a client?

I’ve set up Matterhorn Financial Planning to provide a wide variety of financial planning services to people of ordinary financial means. This means: 

  • no minimum asset levels,
  • no minimum fee amount,
  • no requirements on where your investments are held, and
  • no set menu of services or investment products.

Since I work hourly and often virtually or by phone, my firm is often a good fit for clients who:

  • have specific questions or projects they need help with,
  • want an ongoing source of answers or feedback,
  • want help but prefer to not just hand over the reins,
  • are comfortable with or prefer not meeting in person, or
  • have a limited budget for financial planning services.

Check out my Philosophy here to see if we are a good fit, then schedule a free Get to know you appointment here and we can talk about how we can best work together.

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